JP Morgan AM widens distribution of its funds in Chile

Through an alliance with Banco  Bci, the manager will intensify its distribution to private-banking clients, says Juan Pablo Soffia Moller, JPAM's Chilean MD.

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HSBC Mexico shoots for sophistication in drawing up affluent product offering

HSBC Mexico's Christian Lafiandra said staying in close contacts with clients helped boost the firm's AUMs during the pandemic.

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Wells to exit international wealth business before end of 2021

The decision to leave markets in Asia and Latin America reflects regulatory and other constraints facing Wells in the wake of its fake account scandals that have cost it billions of dollars.

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Fidelity’s 11th “Millionaire Outlook Study” finds health concerns are top stressors for all investors

“There are a lot of stressors in life that are universal and difficult to predict, like health issues or the state of the economy," says Fidelity's David Canter.

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Inteligo unit Certia makes strong play for affluent accounts in Peru

David Domingo, manager of Certia, says third-party products with an international focus are part of the solutions platform the firm makes available to mass-affluent Peruvians.

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Julius Baer names UBS Mexico alum to coordinate Latam investment solutions

Polidura will operate from the Zurich offices of Julius Baer, which recently reinforced its activities in Mexico by increasing its global share in NSC Asesores to 70%.

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Citi Private Bank seeks to assist FOs in protecting wealthy families’ privacy

"Without a global standard for privacy protection in a progressively digital world, it is becoming increasingly complex for our clients to safeguard the privacy of wealthy families," says Citi's Edward Marshall.

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Exposure to sustainable investment rises with affluence levels, says UBS

Among the ultra-rich, 40% invest sustainably, compared to 8% of investors with USD 1 million to USD 2 million of investable assets, noted Paula Polito, global client strategy officer, UBS Global Wealth Management.

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Henriquez passes baton as Insigneo enters new growth phase

Daniel de Ontanon, a veteran with leadership roles in Citi's private banking area, will take over as Insigneo's CEO, effective April 30, 2018. Raul Henriquez will continue in his role as chairman of the USD 8.5 billion advisory.

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Andbank bids to be among Argentina’s first licensed global investment advisers

Andorran private bank Andbank, already active in Mexico and Brazil, wants to be operational in Argentina in the first half of 2018, said Carlos Moreno, the firm's head of the Americas.

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